LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $2.03B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$7.01M
3 +$7M
4
META icon
Meta Platforms (Facebook)
META
+$6.67M
5
F icon
Ford
F
+$5.53M

Sector Composition

1 Technology 14.63%
2 Healthcare 11.7%
3 Financials 10.47%
4 Industrials 8.63%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-26,933